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Jesse Schrock

Form Wealth Advisors, LLC

Lake Geneva, WI

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Current Employers
Form Wealth Advisors, Llc

431 Geneva National Ave S, Lake Geneva, WI 53147-4881 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-20
WI RA APPROVED 2024-07-24
  • TX RA
    APPROVED
    Since 2025-11-20
  • WI RA
    APPROVED
    Since 2024-07-24

Branch Locations

431 Geneva National Ave S, Lake Geneva, WI 53147-4881 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Form Wealth Advisors Lake Geneva WI 07/2021 07/2024
Grand Geneva Resort & Spa Lake Geneva WI 03/2020 06/2021
Geneva National Resort & Club Lake Geneva WI 08/2015 03/2020
Raymond James Financial Services, Inc. Lake Geneva WI 10/2021 09/2024
Raymond James Financial Services Advisors, Inc. Lake Geneva WI 12/2021 09/2024
Form Wealth Advisors, Llc Lake Geneva WI 07/2024 Present
Raymond James Lake Geneva WI 07/2021 10/2021
  • 07/2021 → 07/2024
    Form Wealth Advisors
    Lake Geneva, WI
  • 03/2020 → 06/2021
    Grand Geneva Resort & Spa
    Lake Geneva, WI
  • 08/2015 → 03/2020
    Geneva National Resort & Club
    Lake Geneva, WI
  • 10/2021 → 09/2024
    Raymond James Financial Services, Inc.
    Lake Geneva, WI
  • 12/2021 → 09/2024
    Raymond James Financial Services Advisors, Inc.
    Lake Geneva, WI
  • 07/2024 → Present
    Form Wealth Advisors, Llc
    Lake Geneva, WI
  • 07/2021 → 10/2021
    Raymond James
    Lake Geneva, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-16
  • S66 Uniform Combined State Law Examination
    2021-12-16
Designations

View on SEC IAPD

Other Firms

GENEVA PARTNERS, LLC
EDWARD JONES
STACKSTONE WEALTH, LLC
BEACON POINTE ADVISORS, LLC
KRAMER INVESTMENT SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
HARBOUR INVESTMENTS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

VALERIE ANN LAMP
SCOTT GREGORY FARROW
Dean Robert Schwefel
LOREN TERRY COOK
THOMAS EUGENE ROWE
MARK STEPHAN MCCURRY
STEVEN PERRY SCHWEFEL
Grant Seitz

Other Offices

GENEVA PARTNERS, LLC · LAKE GENEVA, WI
EDWARD JONES · LAKE GENEVA, WI
STACKSTONE WEALTH, LLC · LAKE GENEVA, WI
BEACON POINTE ADVISORS, LLC · Lake Geneva, WI
KRAMER INVESTMENT SERVICES, LLC · LAKE GENEVA, WI
U.S. BANCORP ADVISORS, LLC · Lake Geneva, WI
HARBOUR INVESTMENTS, INC. · Lake Geneva, WI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAKE GENEVA, WI

More in Lake Geneva, WI

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